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Current Employers
Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2024-06-24
  • NM RA
    APPROVED
    Since 2024-06-24

Branch Locations

Sandia Park, NM • United States

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Albuquerque NM 10/2014 06/2017
Tiaa-Cref Individual & Institutional Services, Llc Albuquerque NM 10/2014 06/2017
Bank Of The West Albuquerque NM 07/2017 01/2020
Unemployed Sandia Park NM 02/2020 07/2021
J.P. Morgan Securities Llc Albuquerque NM 08/2021 06/2024
Steelpeak Wealth, Llc Sandia Park NM 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-26
  • S66 Uniform Combined State Law Examination
    2008-09-26
Other Names
  • Heidi N Wiltshire
  • Heidi N Wiltshire-Wilson
  • Heidi Wilson
  • Heidi Wiltshire
  • Heidi N Wilson
  • Heidi Noelle Wilson

View on SEC IAPD

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